Member Info for qwertyqwer25

Are the expected flow rates over the next two years here?

prevents I3E from progressing a deal with anyone else. I expect the JV party is working as fast as possible to secure the deal before the end of the exclusivity and if not the JV party will ask for an extension...not I3E.

I used to work for Ineos so I know they are hungry for NS deals especially as they bought the forties pipeline and currently own none of the oil going through. Liberator won’t send oil through the pipeline buts it’s a good early venture start for Ineos as they build their upstream business

this dog must be trading cash now. Cannot believe its dropped this low. I can hear BLVN barking cos it sure is one hell of a dog. Still holding average 45p. CoC will want to make some money out of this one way or another.

Must reiterate that the JV party would have asked for the 90 day exclusivity period they could have a juicy stake in liberator all to themselves. By now the deal should be agreed and the final small bits being finalized so if it’s overruns no big deal. The JV party will want to sort it before 90 days to stop someone nicking the deal from under their feet. Maybe the JV could be Ineos?? Mr Ratcliffe has lots of cash and not enough to spend it on.

needs to get other parts of the business going asap so the market doesnt perceive this as a one trick pony. If Mokopane and and BE were up and running this strike would knock 5% of the share price rather than the 30% it has. Of course it takes time to grow the rest of the business but in 2-3 years time we should be there. Confidence has been hit in BMN unfortunately so 30p year end is my personal target with 2019 hopefully seeing a much bigger re-rate market cap wise than 2018.

think the BOD here are so clueless they probably wouldn't be able to tell you the share price if you asked them. I'd rather Astra or Glaxo snap this company up for 20p and get Lupuzor onto market the proper way to help all those sufferers. These suffering people do not deserve to be put into the hands of #theworstBODofAIM.

Way I see it we need a media interview or RNS this week or we finish below yesterday close. It’s up to the BOD now. I also think we see a bounce today but it will get sold hard. The MAP should be good long term for IMM but news on NDAs either way would be useful as I believe the market feels no party is interested.

What’s wrong with an extension? It would just show the JV party is still interested in signing a deal. Remember the 90 exclusivity was for the benefit of the JV party to stop I3E trying to accept one of other many offers on the table. The JV party would not extend the 90 period unless they wanted to complete the deal and if they didn’t they would have pulled out by now.

Please explain the nasty surprise of Q2 results to us. We are all dying to know how a company that produces for a price of x and sells at a value of y is going to provide your so called nasty surprise. You cannot catch up on lost production...its called deferred production. You are disillusioned as your eyes are on the share price and not on the future of the company. Creating an account to disillusion others wont work on this share.

Plenty of shares on AIM where quadrupling your holding on a drop also quadruples your losses. Short term this share is going nowhere....they might get £79.99 for the part of the business they are looking to dispose off and the BOD will spend that on chocolates for Christmas. I see potential single digits here unfortunately short term as traders and investors flee this bag of beans. I’d hope by the end of the year the BOD are able to communicate and get this back nearer 20p though. A confident BOD may also do some director buys. So far there are none.

Is now a writeoff in my portfolio. Value is still here long term but this share probably won’t see the 20’s for a very long time. £’s will never be seen imo as there is probably some sort of dilution long term here. Shame the majors weren’t convinced enough to snap this up.

Still hoping to see 30p by the end of the year as a minimum and hopefully nearer 35-40p if V prices carry on climbing. Hopefully Monday RNS to state the strike has ended.

Are options with remuneration. Could just have a bonus tied to the price of vanadium so the bonus falls if V falls or just tie the bonus to the financial performance of the plant which will avoid the strikes. Bonus should be capped at 20% or base pay. Share schemes require more effort to set up and can be costly. Maybe also tie the salary to the dollar so if the ZAR weakens they gets paid more local currency.

traders fleeing left right and centre. How far will this bag of beans drop is the question? I really dont see how there is much further downside here but AIM never fails to surprise.

to hear employees getting a share of the pie. If they want to strike in future its hits their pocket too so i think this is good way forward. Fundamentals will trump short term obstacles. The long term picture i what im here for. I got some more at 21p

80p will be never be seen anytime soon on this bag of beans. Ignore the tampers and focus on the news. I expected 30p on this news but the market is not impressed clearly. Take over at 30-40p would be a successful result at this point. Lupuzor should eventually be successful but we are now probably years away from any big deal. That my view anyway and I could be wrong. But no mention of the NDA suggests the majors are waiting for more info. Long term hold and hope this one is.

has lost the trust of many traders it seems. Fantastic news for me as i plan to add to my holding. Let the MM push this down to 15p i dont care. My money will be flowing into this from cash and other shares. My assumption is there is no further bad news coming though so there is always a risk with mining shares.

sad to see this sliding lower as we await news. If only some of my other investments did well I could pump more into BMN whilst it remains so cheap. I think we should all forget about the 30p party and focus on a 40p party as it got so close and then dropped back that its ruined the excitement of it.

annoyed! I freed up some cash to buy more BMN at around 22p thinking its standard on AIM to follow through the next day with more drops but its a shame BMN is so damn strong that its up today. Just wont dip to let you buy more. Such a shame isnt it. Anyway...30p is back on if enough investors have looked at the figures in the latest RNS and look past the negatives that will be reduced going forward. 50p year end still my target on the low end.